608-828-3707
With nearly 10 years in the investment/financial services industry, Chris’s experience allows him to work closely with individuals and participants assessing their financial risks and planning for their future.
Chris also works closely with plan sponsors, guiding them with support for their retirement plan decisions. This includes annual plan reviews, plan design analysis, investment monitoring, plan fee benchmarking, plan provider analysis, and strategic employee education.
Chris earned the AIF® (Accredited Investment Fiduciary) designation and currently holds licenses in the following areas
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4200 University Avenue, Suite 200
West Des Moines, IA 50266
800-677-1529
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC dba AssuredPartners Financial Advisors, an SEC registered investment advisor. AssuredPartners Financial Advisors and LPL Financial are separate non-affiliated entities.
GRP Advisor Alliance is an independent network of retirement plan focused advisors. GRP Advisor Alliance is not affiliated with or endorsed by LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.